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$MARA Holdings (MARA.US)$ is currently undergoing a massive structural pivot. As of February 2026, the company has officially rebranded and repositioned itself from a "pure-play Bitcoin miner" to an energy and digital infrastructure company.
This shift is a direct response to the "hashprice" squeeze—where the cost to mine Bitcoin has risen while rewards have stayed flat—and the exploding demand for AI data center capacity.
The Strateg...
This shift is a direct response to the "hashprice" squeeze—where the cost to mine Bitcoin has risen while rewards have stayed flat—and the exploding demand for AI data center capacity.
The Strateg...
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$Oklo Inc (OKLO.US)$ the next short-term resistance is 69.40 if it breaks that you're going to see a run to 76.30
it's important you understand that you just had somebody get up and walk away from the negotiating tables from us and Iran that's why the market dumped... it's recovered a little bit but it's important that you keep in the back of your mind a week ago today was when President Trump gave Iran 10 days and president Trump's not extending that time frame we got an armada sitting ...
it's important you understand that you just had somebody get up and walk away from the negotiating tables from us and Iran that's why the market dumped... it's recovered a little bit but it's important that you keep in the back of your mind a week ago today was when President Trump gave Iran 10 days and president Trump's not extending that time frame we got an armada sitting ...
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$Tesla (TSLA.US)$
Elon Musk’s xAI is now operating 62 unpermitted methane gas turbines across two data centres in Memphis, Tennessee, and Southaven, Mississippi. According to xAI’s own permit application, the facilities could emit more than 6 million tons of greenhouse gases and over 1,300 tons of health-harming air pollutants every year.
Meanwhile, Tesla’s latest impact report brags about avoiding 32 million metric tons o...
Elon Musk’s xAI is now operating 62 unpermitted methane gas turbines across two data centres in Memphis, Tennessee, and Southaven, Mississippi. According to xAI’s own permit application, the facilities could emit more than 6 million tons of greenhouse gases and over 1,300 tons of health-harming air pollutants every year.
Meanwhile, Tesla’s latest impact report brags about avoiding 32 million metric tons o...
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$GE Vernova (GEV.US)$ $Vertiv Holdings (VRT.US)$ $Tesla (TSLA.US)$ $Teradyne (TER.US)$
Recently, I came across an article suggesting that in 2026, we are standing at an irreversible historical turning point: "The marginal cost of energy is rapidly approaching zero."
For those new to this concept, it might sound counterintuitive—after all, our electricity bills aren't exactly cheap right now. How could it...
Recently, I came across an article suggesting that in 2026, we are standing at an irreversible historical turning point: "The marginal cost of energy is rapidly approaching zero."
For those new to this concept, it might sound counterintuitive—after all, our electricity bills aren't exactly cheap right now. How could it...
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The rising geopolitical tension—such as a potential conflict involving the United States and Iran—highlights a critical vulnerability: centralized energy systems. Large, single-source power plants become strategic targets, meaning one disruption can cripple entire regions. This is accelerating a global rethink toward:
• Decentralized energy systems (distributed generation)
• Renewable energy adoption (...
• Decentralized energy systems (distributed generation)
• Renewable energy adoption (...
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should be opening around 6.3-6.5 range, then hit 5 ish today.
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$Oklo Inc (OKLO.US)$ Is time to go back 120
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$Oklo Inc (OKLO.US)$ you're here because you chased OKLO's climb. get into $Terrestrial Energy (IMSR.US)$ BEFORE the jump.
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10baggerbamm : you did a better job than I could have done putting it into words. I've been waiting for this transition the CEO said it during his last interview and I posted it that it looks like they're really close to doing a deal and even yesterday prior to earning somebody asked me what do I think's going to happen I said well I'm not looking for much and that's because I knew they were going to report a big loss their bitcoins marked to Market. I said now maybe they're holding back an announcement of a partnership and that would be a good thing because the CEO kind of alluded to that they've been waiting and looking for the right partner to get into the data center business and sure enough Christmas came early.
so we've got a double kicker here any news from Starwood is going to be viewed as a positive for Mara and any positive move higher in Bitcoin obviously the stock's going to trade up so we have two ways for the stock to move going forward not just one. the valuation by selling energy and getting involved in the data center business is going to have far more upside movement than just Bitcoin alone and as you reference those two companies but there's multiple there's other companies that have transition from just crypto to Data center and their stocks are hundreds of percent and that's what I see happening with Mara going forwards
75345352 : The major premise of this analysis is that Bitcoin remains stable between 65,000 and 70,000. If Bitcoin rises above 100,000 and all investments yield actual returns, then it would be over 100 US dollars.
Carlosoo : It’s definitely a positive development for MARA. AI-related demand may support its business and help the stock move higher over time. We’ll have to see how the execution goes.